Renewal Specialist

Finalsite is the preferred website, communications, enrollment, and marketing platform of more than 7,000 schools and school districts in 119 countries around the world. The company’s people, products and services transform how schools connect and engage with their community, recruit students and staff, and fundraise; while managing the complex requirements around data privacy, accessibility, hosting and security. Finalsite products and services include award-winning website designs, a robust content management system, mass communications tools, a powerful enrollment management system, innovative inbound marketing tools, data integration, training, support and marketing consulting. Finalsite is headquartered in Glastonbury, CT, USA with employees who work remotely in nearly every state in the U.S. as well as Europe, South America, and Asia. For more information, please visit www.finalsite.com.

VISION

Finalsite will transform the way school communities engage with their schools. SUMMARY OF THE ROLE

The Renewal Specialist will serve as the primary sales interface for renewals, ensuring seamless contract renewals and maintaining strong relationships with our clients. You will work closely with cross-functional teams, including sales, Customer Success, and Operations, to manage renewal contracts, pricing and client communications.

As the Renewal Specialist, you will be responsible for managing a portfolio of accounts with the goal of achieving 100% on-time renewal rates while proactively identifying risks and opportunities. Your ability to analyze client needs, maintain accurate forecasts, and execute strategic renewal initiatives will be key to driving customer retention and satisfaction.

LOCATION

100% Remote - Anywhere within the US

RESPONSIBILITIES

• Act as the primary sales interface for renewals, ensuring a smooth and timely renewal process for clients.

• Partner with cross-functional teams to process renewal contracts, pricing, and client agreements.

• Serve as the first point of contact for internal and external renewal-related requests, including customer-facing, operational, pricing, quoting, and contract facilitation.

• Maintain accurate up-to-date pricing across a large portfolio of BOCES clients.

• Manage and maintain renewal forecast data for assigned accounts in the CRM system.

• Develop and execute creative strategies to exceed projected renewal targets and maximize client retention.

• Proactively engage with at-risk accounts, collaborating with Account Executives and Customer Success to ensure account health and mitigate renewal risks.

• Initiate and lead renewal discussions and assigned clients, negotiating contract terms and pricing as needed.

• Follow a defined escalation process for issues uncovered during the renewal process.

• Process quotes and renewal documents in a timely and accurate manner.

• Monitor customer usage to ensure proper license entitlement and compliance.

QUALIFICATIONS AND SKILLS

• Bachelor’s degree and 3-5 years of experience in account management, client retention, or a related field.

• Strong leadership, communication, analytical, and problem-solving skills.

• Proven experience in effective account management and customer renewal processes.

• Ability to guide and develop teammates to support successful client retention efforts.

• Excellent interpersonal and communication skills, with the ability to interact effectively with diverse internal and external audiences.

• Proficiency in Microsoft Office, CRM software (such as Salesforce)

• Strong organizational and time management skills, with the ability to multi-task and manage competing priorities.

• Experience with negotiation and conflict resolution, with a proactive and strategic approach to client renewals.

• Ability to work both independently and collaboratively in a fast-paced environment.

• Willingness to travel up to 5% of the time as needed.

Preferred

• Experience in K-12 education settings or familiarity with BOCES agreements.

• Background in supporting Marketing, Sales, RFP processes, or customer acquisition efforts.

• Previous experience with data management and analysis to support strategic decision-making.

RESIDENCY REQUIREMENT

Finalsite offers 100% fully remote employment opportunities, however, these opportunities are limited to permanent residents of the United States. Current residency, as well as continued residency, within the United States is required to obtain (and retain) employment with Finalsite.

DISCLOSURES

Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. EEO is the Law. If you have a disability or special need that requires accommodation, please contact Finalsite's People Operations Team. Finalsite is committed to the full inclusion of all qualified individuals. As part of this commitment, Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation. Ensure your Finalsite job offer is legitimate and don't fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure all email correspondence is from a finalsite.com email address. For added security, where possible, apply through our company website at finalsite.com/jobs.